Upcoming Events

Point and Counterpoint Series: Mega-Cap Dominance vs. Small & Mid-Cap Resilience

In conjunction with CFA Society Boston. Join us on April 30th for this Mega-Cap Dominance vs. Small & Mid-Cap Resilience session!   A handful of mega-cap names have increasingly dominated major indices, earnings growth, and investor mindshare. But history suggests that leadership concentration is cyclical—and periods of extreme dominance often precede reversals. This session will explore the durability of mega-cap strength, the catalysts that could spark a resurgence in small and mid-cap performance, and the diversification implications of today’s concentrated market structure. Panelists will assess macro, valuation, and innovation trends that may define which segment leads in the decade ahead. 

The future of family offices

As wealth transitions and global complexity rises, family offices are being reshaped from within. This webinar explores how modern family offices are evolving their governance, leadership models, and strategic mandates to thrive across generations. Key takeaways for this webinar include: Design effective governance structures that align family purpose with investment execution Plan for succession with clear roles, responsibilities, and generational integration Adapt to new priorities: from impact and innovation to global diversification and transparency